Nonprofit · EIN 04-2574089
WALDORF SCHOOL INC
Tax-exempt · LEXINGTON, MA 02420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,737,319 | $6,871,675 | -$1,134,356 | $4,860,799 | $2,644,448 | $2,216,351 |
| June 30, 2024 | 990 | $5,707,615 | $6,889,228 | -$1,181,613 | $5,375,430 | $1,869,169 | $3,506,261 |
| June 30, 2023 | 990 | $5,834,062 | $6,117,241 | -$283,179 | $6,388,677 | $1,687,513 | $4,701,164 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $527,469
- Program service revenue
- $4,910,143
- Investment income
- $235,619
- Net gain from sales of assets
- $215,104
- Net income from sales of inventory
- $38,371
- Other revenue
- $64,088
Expenses
- Grants and similar amounts paid
- $855,333
- Compensation of officers, directors and key employees
- $423,352
- Other salaries and wages
- $3,668,728
- Salaries, compensation and benefits (total)
- $4,982,067
- Professional fundraising fees
- $0
- Legal fees
- $12,341
- Accounting fees
- $36,831
- Occupancy
- $290,651
- Depreciation
- $157,322
- Program services (functional)
- $5,326,630
- Management and general (functional)
- $1,426,163
- Fundraising (functional)
- $118,882
Balance sheet and other
- Total assets, start of year
- $5,375,430
- Total assets, end of year
- $4,860,799
- Total liabilities, end of year
- $2,644,448
- Net assets, end of year
- $2,216,351
- Land, buildings and equipment
- $2,292,846
- Publicly traded securities
- $783,233
- Net assets without donor restrictions
- $1,238,503
- Net assets with donor restrictions
- $977,848
- Gross receipts
- $6,293,978
- Employees
- 90
- Volunteers
- 81
- Year formed
- 1971
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS TRIGG | FORMER HEAD OF SCHOOL Officer | 40 | $276,509 | $8,113 |
| MIKE MASSICOTTE | DIR OF FINANCE & OPS Officer | 40 | $97,392 | $5,728 |
| JOSEPH ODONNELL | TRUSTEE/TEACHER Trustee or director | 40 | $79,271 | $3,778 |
| CHRISTA ANDREA FABER | TRUSTEE/FACULTY OFFICER Trustee or director, Officer | 20 | $58,255 | $21,064 |
| PAULINE KELLY | HEAD OF SCHOOL Officer | 40 | $65,800 | $156 |
| ALISON DISALVO-RYAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTIAN WEEKS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANN WIEDIE | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WALTER DUNCAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARCIE HOLMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CARLOS TROSTLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTY EVERETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ITAI ROLNICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR LYDIA KNUTSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANCE BRISBOIS | TRUSTEE Trustee or director | 1 | $0 |
| ARTHUR PITTIS | TRUSTEE Trustee or director | 1 | $0 |
| SAMARJIT SHANKAR | TRUSTEE Trustee or director | 1 | $0 |
| NICK LIM | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS TRIGG | INTERIM HEAD OF SCHOOL Officer | 40 | $136,065 | $9,706 |
| JOSEPH ODONNELL | TRUSTEE/TEACHER Trustee or director | 40 | $75,481 | $440 |
| CARLOS TROSTLI- FORMER HEAD OF | STRATEGIC INITIATIVE/CURRENT TRUSTEE Trustee or director, Officer | 40 | $68,539 | $2,929 |
| CHRISTA ANDREA FABER | TRUSTEE/FACULTY OFFICER Trustee or director, Officer | 20 | $44,956 | $19,114 |
| MIKE MASSICOTTE | DIR OF FINANCE & OPS FROM APRIL '24 Officer | 40 | $0 | $0 |
| ALISON DISALVO-RYAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN WILLIAMS | VP & INTERIM SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LANCE BRISBOIS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTIAN WEEKS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ITAI ROLNICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAMARJIT SHANKAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR LYDIA KNUTSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WALTER DUNCAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN WIEDIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTY EVERETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARCIE HOLMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ARTHUR PITTIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELLEN VARNEY | FINANCE & OPERATIONS DIREC Officer | 40 | $106,276 | $12,535 |
| LAUREN SMITH | SCHOOL DIRECTOR Officer | 40 | $99,029 | $11,566 |
| CARLOS TROSTLI | HEAD OF STRATEGIC INITIATIVES Officer | 40 | $68,473 | $23,673 |
| ELIZABETH READING | TRUSTEE/TEACHER Trustee or director | 40 | $47,593 | $20,948 |
| CHRISTA ANDREA FABER | TRUSTEE/TEACHER Trustee or director | 20 | $37,213 | $17,925 |
| ALISON DISALVO-RYAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ITAI ROLNICK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANNE KELLY | FORMER TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAMARJIT SHANKAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR LYDIA KNUTSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHLEEN WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTIAN WEEKS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| WALTER DUNCAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LANCE BRISBOIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN WIEDIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 739 MASSACHUSETTS AVE, LEXINGTON, MA 02420-3916
- Principal officer (990 for 2024)
- CHRISTIAN WEEKS, 739 MASSACHUSETTS AVENUE, LEXINGTON, MA 024203916
- Signed the 990
- CHRISTIAN WEEKS, TREASURER
- Phone
- (781) 863-1063
- Website
- WWW.THEWALDORFSCHOOL.ORG
- Return prepared by
- SMITH SULLIVAN & BROWN PC
Mission
THE WALDORF SCHOOL OF LEXINGTON NURTURES EACH CHILD'S CURIOSITY, INGENUITY, AND LOVE OF LEARNING SO THAT THEY CAN MEET THE FUTURE WITH WONDER, CONFIDENCE, AND RESILIENCE.
Program accomplishments
- FOUNDED IN 1975, THE MISSION OF THE WALDORF SCHOOL OF LEXINGTON (WSL) IS TO NURTURE EACH CHILD'S CURIOSITY, INGENUITY, AND LOVE OF LEARNING SO THAT THEY CAN MEET THE FUTURE WITH WONDER, CONFIDENCE, AND RESILIENCE. ON OUR HISTORIC CAMPUS IN LEXINGTON, MA, ADJACENT TO THE 185-ACRE GREAT MEADOWS CONSERVATION LAND, WSL SERVES STUDENTS FROM PRESCHOOL THROUGH GRADE 8. THE WALDORF CURRICULUM IS CAREFULLY MAPPED TO CHILDREN'S PHYSICAL, EMOTIONAL, AND COGNITIVE DEVELOPMENT AND IS DELIVERED THROUGH MEANINGFUL HUMAN CONNECTIONS THAT BUILD A FOUNDATION FOR LIFE-LONG LEARNING.Expenses $5,326,630 · grants $855,333 · revenue $4,910,143
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2574089
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $4,860,799
- Income (IRS master file)
- $6,293,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,737,319 | $6,871,675 | $4,860,799 | IRS |
| 990 | June 2024 | $5,707,615 | $6,889,228 | $5,375,430 | XML |
| 990 | June 2023 | $5,834,062 | $6,117,241 | $6,388,677 | XML |
| 990 | June 2022 | $6,163,926 | $5,226,077 | $6,213,572 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2574089).
Questions about WALDORF SCHOOL INC
- What is the EIN of WALDORF SCHOOL INC?
- The employer identification number (EIN) of WALDORF SCHOOL INC is 04-2574089.
- Is WALDORF SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to WALDORF SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WALDORF SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALDORF SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WALDORF SCHOOL INC?
- The 990 for the year ended June 30, 2025 names CHRISTIAN WEEKS.
- Who are the officers and directors of WALDORF SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 5 received compensation from the organization, the highest $276,509 (THOMAS TRIGG, FORMER HEAD OF SCHOOL).
- How much revenue does WALDORF SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,737,319, expenses of $6,871,675 and total assets of $4,860,799 at year end.
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